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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: robert b furman who wrote (13998)	6/11/2022 10:59:43 AM
From: Lee Lichterman III	1 Recommendation Recommended By Kirk © Read Replies (1) \| Respond to of 27028

All that fiber you're seeing laid is probably part of the rural internet initiative. Connexion (and maybe some other companies) are partnering up with rural electric and phone co-ops to get broadband to rural areas. They've been doing it here too in partnership with our electric co-op. Supposedly I'll have broadband available sometime in late 2023. It was part of a government program Trump did before he left. Money didn't start flowing until January after election though. I'm not sure what the profit split between companies are. I looked at conexion when it was first announced but either I wasn't impressed or they were private, I forgot. They might keep everything for all I know and the power companies and telecoms might just be letting them use their poles and right of ways.

To: robert b furman who wrote (13998)	6/11/2022 11:00:29 AM
From: Kirk ©	Read Replies (2) \| Respond to of 27028

That is a great price, if they would lock it in for 10 years at that rate plus inflation... I can vouch for there fiber service, it is very competitive at 39.95 a month and it is the fastest I have at both Wisconsin and Houston. I have Comcast and every year it is a battle as they raise rates and take away lower bandwidth service plans. They have "low income plans" that are reasonable and subsidized by the government but the income levels are very low and contribute to disincentives for people to not work under the table or work at all. As for specific telecom stocks, I think the high dividends reflect that something like Musk's StarLink could replace your internet and cell plans in a single package. If TDS can keep the same dividend and 39.95 rate, ie it is not a teaser for a year before they start raising it towards $65 a month, then it might be a good choice. I still prefer to own the pick and shovel makers. Thanks for sharing!